Connect 10.5


1. Moneris integration and refunds
2. Rounding configuration
     2.1 Rounding – settings
     2.2 Rounding – refunds
      2.3 Rounding – report
3. Integration with Streamline
1. Inventory reports
2. Inventory – rounding up par levels
3. Standsheet Landing Page
4. Printing Transfer dockets

New [ps2id id=’new1′ target=”/]

  1. Moneris integration and refunds [ps2id id=’mon-1′ target=”/]
    -> integration of Moneris payment gateway

    -> In fact Connect’s backend does not process Moneris payments, it all happens on Activate or Ingenico iCMP – the only device certified by Moneris that works with Activate iOS and Android
    Moneris refunds
    -> Since Moneris refunds are processed via Activate / or on a paired iCMP device, you must refund directly on Moneris.

    When you go to Orders and choose any Moneris order, you’ll see this alert message:

  2. Rounding configuration [ps2id id=’round-1′ target=”/]
    -> New way for rounding total sales for cash transactions ONLY
    -> Note! Rounding can be applied to split payments but ONLY when the chosen payment types = cash. In this case, the last split payment is rounded. Rounding will not work for mixed split payments, i.e., cash & credit, cash & loaded value
    -> Rounding is applied to sales total only. (Total includes tax and fees) – NOT to individual item prices
    -> Depending on rounding settings (Connect > Venue settings), Activate adds or subtracts a value to a total, so that is correctly rounded
    -> Transactions can  be configured to be rounded down, up or up/down2.1 Rounding – settings [ps2id id=’rset-1′ target=”/]
    To set cash transactions rounding, go to Connect > Settings > Venue and choose:

    Rounding Type (up/down/up or down) and Rounding Precision (denomination to which total is rounded).
    Rounding type dropdown selection
    * Round up/down = the system will round up or down to the nearest amount (selected in “Rounding Precision”).Rounding precision dropdown selectionExample:Changes in Orders View 

    When cash order has been rounded, this info will be visible in order details view.
    Connect > Orders > choose your order and see:

    * Rounded amount will be shown on printed receipts (printing options – via Activate) 
    * The information about rounded amount will NOT be visible on email receipt and receipt downloaded from Connect
    2.2 Rounding Refunds: [ps2id id=’rref-1′ target=”/]
    When it comes to refunds – they are done in usual way. No big changes apart from the new field “Rounding” added.
    To refund order, go to Orders page > choose the order to be refunded > click one of the refund options:
    Item Refund
    Full Payment Refund
    Custom Refund
    or Refund
    and see the result:
    2.3 Rounding – report [ps2id id=’rrep-1′ target=”/]
    – a new “Rounding Report” has been added
    – to reach it, go to Connect > Reports > End of Show

    – use this report only when Venue uses roundings
    Note! Rounding will be automatically enabled, if in Settings > Venue, Rounding Type is chosen. 
    Then, in “Reports” you will see

    In the new report, you will find the most necessary information on roundings that were made on Venue/Vendor level, such as: 
    – Rounded orders (since rounding is applied to order, not to item) 
    – Rounding Type 
    – Rounding Precision 
    – Total – before and after rounding 
    – Rounding statistics for Vendor groups and individual Vendors 

    3. Integration with Streamline [ps2id id=’iwtc-1′ target=”/]

    – Tender type: Loaded Value (Streamline) integration
    – new API calls added to: check ticket balance, call to post a charge, manage refunds
    – Additionally, new toggles related to Streamline added on Employee Role to label the button on Activate
    – Connect > Options > Employee Role “Streamline Loaded Value” = YES

    – you can also customize the name of your Streamline button

    Changed [ps2id id=’chang1′ target=”/]

1. Inventory reports [ps2id id=’irep1′ target=”/]
-> when the event is created (important! status = opened), user can choose whether or not to print the Count In value on the printed stand sheet
-> to reach that, go to Connect > Events > Manage Events page > choose opened Event and right-click it
Manage Events section
I have an event that is opened

Then, I go to “Standsheets” for this event.

And see the result on the downloaded report:


2. Inventory – rounding up par levels [ps2id id=’parlev1′ target=”/]
To see the new setting go to Connect > Inventory > Setup and choose Vendors view

Then, when Vendor is selected, go to “Settings” tab and click i.e. on Vendor Name to edit settings
See the new button “Use Purchase Unit For Par”

How it works?
When “Use Purchase Unit For Par” = YES
– this is used for transfers. The system calculates transfer quantities based on par levels and rounds up the needed units to the nearest integer (based on the case size)

Par Level = 100 ea
Current Quantity = 82 ea
Purchase Unit Conversion = 10 ea (so you need 2 purchase units to meet the needs)
Transfer is generated for: 20 ea

3. Standsheet Landing Page [ps2id id=’landing1′ target=”/]
– in this build, we restored the old button “Export All” that exports all standsheets for the selected inventory event as one, big PDF file

Where is it located?
– go to Connect > Events > Stand Sheets
– click the “Export as PDF” button
– a huge PDF file that contains every Vendor is being downloaded

4. Printing Transfer dockets [ps2id id=’docket1′ target=”/]
– another “print all” ability added to Transfers page

– go to Connect > Inventory > Transfers
– using the date picker (Start & End date), select the time period
– the selected transfers show up on the list
– tick the transfers that need to be printed (there’s no limit, so you can tick as many as you want)

– the system generates a customized PDF file with all dockets for the selected transfers
– the screen below shows an extract from the new transfers docket

Fixed: [ps2id id=’fixed’ target=”/]

  1. Suites Issues.
  2. Inventory & transfers bugs.